# SC&H Financial Advisors, Inc.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1907898. Source: https://holderbook.com/funds/1907898-sc-h-financial-advisors-inc/

- Reported value: $753.8M
- Positions: 160
- Weight of the ten largest: 62.8%
- Filed: 2026-08-04

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | [DFAC](https://holderbook.com/stocks/DFAC/) | $98.8M | 2,228,328 | 13.1% | 19 |
| AMERICAN CENTY ETF TR | [AVUS](https://holderbook.com/stocks/AVUS/) | $82.4M | 643,544 | 10.9% | 19 |
| DIMENSIONAL ETF TRUST | [DFAU](https://holderbook.com/stocks/DFAU/) | $45.7M | 883,580 | 6.1% | 19 |
| DIMENSIONAL ETF TRUST | [DFAI](https://holderbook.com/stocks/DFAI/) | $39.3M | 952,732 | 5.2% | 19 |
| DIMENSIONAL ETF TRUST | [DFUS](https://holderbook.com/stocks/DFUS/) | $37.6M | 459,468 | 5.0% | 19 |
| DIMENSIONAL ETF TRUST | [DFIC](https://holderbook.com/stocks/DFIC/) | $37.6M | 1,008,819 | 5.0% | 17 |
| DIMENSIONAL ETF TRUST | [DCOR](https://holderbook.com/stocks/DCOR/) | $37.1M | 452,203 | 4.9% | 11 |
| DIMENSIONAL ETF TRUST | [DUSB](https://holderbook.com/stocks/DUSB/) | $32.8M | 645,927 | 4.4% | 8 |
| AMERICAN CENTY ETF TR | [AVEM](https://holderbook.com/stocks/AVEM/) | $32.0M | 332,081 | 4.3% | 19 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $29.6M | 332,244 | 3.9% | 19 |
| DIMENSIONAL ETF TRUST | [DFSD](https://holderbook.com/stocks/DFSD/) | $25.2M | 528,603 | 3.3% | 17 |
| DIMENSIONAL ETF TRUST | [DFAE](https://holderbook.com/stocks/DFAE/) | $17.6M | 438,518 | 2.3% | 19 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $11.6M | 40,034 | 1.5% | 19 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $11.5M | 15,422 | 1.5% | 19 |
| VANGUARD INDEX FDS | [VV](https://holderbook.com/stocks/VV/) | $11.1M | 32,349 | 1.5% | 19 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $10.8M | 111,815 | 1.4% | 19 |
| DIMENSIONAL ETF TRUST | [DFCF](https://holderbook.com/stocks/DFCF/) | $10.6M | 251,315 | 1.4% | 17 |
| DIMENSIONAL ETF TRUST | [DFEM](https://holderbook.com/stocks/DFEM/) | $10.4M | 255,345 | 1.4% | 17 |
| DIMENSIONAL ETF TRUST | [DFAX](https://holderbook.com/stocks/DFAX/) | $8.5M | 229,431 | 1.1% | 19 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $5.8M | 15,538 | 0.8% | 19 |
| DIMENSIONAL ETF TRUST | [DFAT](https://holderbook.com/stocks/DFAT/) | $5.2M | 74,620 | 0.7% | 19 |
| AMERICAN CENTY ETF TR | [AVUV](https://holderbook.com/stocks/AVUV/) | $5.1M | 40,882 | 0.7% | 19 |
| DIMENSIONAL ETF TRUST | [DFAS](https://holderbook.com/stocks/DFAS/) | $5.1M | 61,513 | 0.7% | 19 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.8M | 13,069 | 0.6% | 19 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $4.6M | 6,226 | 0.6% | 19 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.4M | 12,210 | 0.6% | 19 |
| DIMENSIONAL ETF TRUST | [DFAW](https://holderbook.com/stocks/DFAW/) | $4.2M | 51,130 | 0.6% | 10 |
| LAM RESEARCH CORP | [LRCX](https://holderbook.com/stocks/LRCX/) | $4.1M | 9,439 | 0.5% | 7 |
| AMERICAN CENTY ETF TR | [AVIG](https://holderbook.com/stocks/AVIG/) | $3.6M | 87,837 | 0.5% | 19 |
| ISHARES TR | [ITOT](https://holderbook.com/stocks/ITOT/) | $3.6M | 21,710 | 0.5% | 19 |
| AMERICAN CENTY ETF TR | [AVGE](https://holderbook.com/stocks/AVGE/) | $3.2M | 32,246 | 0.4% | 14 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $3.1M | 31,344 | 0.4% | 19 |
| ISHARES TR | [REET](https://holderbook.com/stocks/REET/) | $3.0M | 109,875 | 0.4% | 19 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.8M | 8,037 | 0.4% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.6M | 5,125 | 0.3% | 19 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $2.5M | 2,664 | 0.3% | 19 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $2.4M | 15,380 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFSV](https://holderbook.com/stocks/DFSV/) | $2.3M | 60,341 | 0.3% | 17 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $2.3M | 27,827 | 0.3% | 19 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.3M | 6,997 | 0.3% | 19 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $2.3M | 6,654 | 0.3% | 19 |
| AMERICAN CENTY ETF TR | [AVLV](https://holderbook.com/stocks/AVLV/) | $2.3M | 25,011 | 0.3% | 17 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $2.2M | 9,489 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DFLV](https://holderbook.com/stocks/DFLV/) | $2.2M | 55,493 | 0.3% | 14 |
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $2.2M | 5,280 | 0.3% | 19 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $2.1M | 25,738 | 0.3% | 19 |
| DIMENSIONAL ETF TRUST | [DIHP](https://holderbook.com/stocks/DIHP/) | $2.1M | 60,599 | 0.3% | 17 |
| DIMENSIONAL ETF TRUST | [DFGR](https://holderbook.com/stocks/DFGR/) | $2.0M | 70,221 | 0.3% | 13 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $1.9M | 7,969 | 0.3% | 19 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $1.9M | 24,109 | 0.2% | 19 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.8M | 9,042 | 0.2% | 13 |
| VANGUARD INDEX FDS | [VOE](https://holderbook.com/stocks/VOE/) | $1.8M | 8,940 | 0.2% | 19 |
| AMERICAN CENTY ETF TR | [AVDV](https://holderbook.com/stocks/AVDV/) | $1.7M | 16,802 | 0.2% | 19 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $1.5M | 6,297 | 0.2% | 14 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $1.5M | 4,816 | 0.2% | 19 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.4M | 2,723 | 0.2% | 19 |
| AMERICAN CENTY ETF TR | [AVSF](https://holderbook.com/stocks/AVSF/) | $1.4M | 29,969 | 0.2% | 17 |
| WISDOMTREE TR | [DES](https://holderbook.com/stocks/DES/) | $1.4M | 33,778 | 0.2% | 19 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.4M | 1,847 | 0.2% | 19 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $1.2M | 14,434 | 0.2% | 18 |
| CINCINNATI FINL CORP | [CINF](https://holderbook.com/stocks/CINF/) | $1.2M | 6,600 | 0.2% | 19 |
| AMERICAN CENTY ETF TR | [AVRE](https://holderbook.com/stocks/AVRE/) | $1.2M | 25,174 | 0.2% | 15 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $1.2M | 12,497 | 0.2% | 3 |
| VANGUARD INDEX FDS | [VOT](https://holderbook.com/stocks/VOT/) | $1.1M | 3,751 | 0.2% | 19 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $1.1M | 2,008 | 0.2% | 19 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $1.1M | 10,835 | 0.1% | 19 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.1M | 13,334 | 0.1% | 19 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $1.1M | 13,752 | 0.1% | 19 |
| VANGUARD INDEX FDS | [VXF](https://holderbook.com/stocks/VXF/) | $1.1M | 4,285 | 0.1% | 19 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.0M | 7,039 | 0.1% | 19 |
| ISHARES TR | [IWM](https://holderbook.com/stocks/IWM/) | $1.0M | 3,395 | 0.1% | 19 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.0M | 2,447 | 0.1% | 19 |
| INVESCO EXCH TRADED FD TR II | [SPLV](https://holderbook.com/stocks/SPLV/) | $981.6K | 13,106 | 0.1% | 19 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $974.6K | 2,580 | 0.1% | 11 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $960.5K | 3,760 | 0.1% | 4 |
| AMPHENOL CORP | [APH](https://holderbook.com/stocks/APH/) | $920.4K | 5,220 | 0.1% | 14 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $898.0K | 5,901 | 0.1% | 19 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $872.7K | 1,271 | 0.1% | 10 |
| DIMENSIONAL ETF TRUST | [DUHP](https://holderbook.com/stocks/DUHP/) | $781.7K | 18,733 | 0.1% | 16 |
| INVESCO EXCHANGE TRADED FD T | [PRF](https://holderbook.com/stocks/PRF/) | $780.9K | 14,453 | 0.1% | 18 |
| CINTAS CORP | [CTAS](https://holderbook.com/stocks/CTAS/) | $770.9K | 4,533 | 0.1% | 19 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $748.9K | 1 | 0.1% | 19 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $672.7K | 1,907 | 0.1% | 19 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $625.1K | 2,312 | 0.1% | 19 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $619.6K | 4,225 | 0.1% | 19 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $606.9K | 5,358 | 0.1% | 19 |
| PROLOGIS INC. | [PLD](https://holderbook.com/stocks/PLD/) | $570.6K | 4,212 | 0.1% | 19 |
| PAYCHEX INC | [PAYX](https://holderbook.com/stocks/PAYX/) | $570.5K | 5,802 | 0.1% | 19 |
| GOLDMAN SACHS ETF TR | [GSLC](https://holderbook.com/stocks/GSLC/) | $558.3K | 3,935 | 0.1% | 19 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $549.0K | 4,594 | 0.1% | 3 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $545.0K | 7,649 | 0.1% | 6 |
| DIMENSIONAL ETF TRUST | [DISV](https://holderbook.com/stocks/DISV/) | $541.6K | 13,497 | 0.1% | 17 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $540.3K | 507 | 0.1% | 3 |
| M & T BK CORP | [MTB](https://holderbook.com/stocks/MTB/) | $533.5K | 2,242 | 0.1% | 3 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $512.0K | 1,021 | 0.1% | 19 |
| ISHARES TR | [IWD](https://holderbook.com/stocks/IWD/) | $492.8K | 2,033 | 0.1% | 18 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $478.3K | 2,169 | 0.1% | 19 |
| AMERICAN ELEC PWR CO INC | [AEP](https://holderbook.com/stocks/AEP/) | $470.6K | 3,440 | 0.1% | 8 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $468.9K | 464 | 0.1% | 8 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $461.1K | 3,156 | 0.1% | 3 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.3% | +14.8% | -3.5% | 100% |
| Q1 2026 | -0.8% | -4.6% | +3.8% | 100% |
| Q4 2025 | +2.5% | +2.4% | +0.1% | 100% |
| Q3 2025 | +6.8% | +7.8% | -1.0% | 100% |
| Q2 2025 | +8.4% | +10.5% | -2.1% | 100% |
| Q1 2025 | -1.7% | -4.6% | +2.9% | 100% |
| Q4 2024 | -1.6% | +2.1% | -3.8% | 100% |
| Q3 2024 | +6.3% | +5.4% | +0.9% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $753.8M | 160 |
| Q1 2026 | $663.2M | 155 |
| Q4 2025 | $646.4M | 159 |
| Q3 2025 | $613.4M | 147 |
| Q2 2025 | $585.6M | 156 |
| Q1 2025 | $508.3M | 151 |
| Q4 2024 | $484.1M | 148 |
| Q3 2024 | $457.7M | 153 |
| Q2 2024 | $408.0M | 144 |
| Q1 2024 | $384.1M | 143 |
| Q4 2023 | $346.8M | 138 |
| Q3 2023 | $300.8M | 130 |